Customer Relationship Management (CRM) features in M4 bring all your client’s information into one organized unit. The client’s complete history with your business exists alongside a list of your orders, schedules, quotations, and pricing live in one interface.
Running a great pest control company is all about client service. When you are on the phone with a new or existing client you need the client and service information readily available. M4 keeps all of your client information in one place.
M4 let you track all key client details anywhere, be it at the office, on the way to a job or on site. Manage contacts in lists by filtering using your own criteria such as which city they’re in, how you’ve tagged them, when they were added, or using a custom field you have added.
With full client history, M4 can display all the contact database including past quotes, jobs, visits, invoices and full billing history for any of your clients. Attach photos and files to a client’s account, or to individual jobs completed for them. Through this, you’ll also have constant access to a client’s detailed history.
With quick search and full-text search, you are never far away from your contacts. Clients, jobs, invoices or any of your custom tags matching allows you to find any person or organization when you need them most.
Quickly access contacts, emails and phone numbers. View all invoice and payment history. See a history of all notes and file attachments. Everything you need is just a click away. Stay organized and give your clients good impressions when you interact with them. But at its core, M4 helps you build lasting relationships with your clients.
Wondering how M4 can accelerate your pest services business management?